Posted by Marti
Gregory Bessert handled our estate planning documents in an extremely timely manner and with a high degree of professionalism. He is an excellent communicator, listened well, and provided information through experience, stories, and analogies in order to expand how we looked at our subject matter. He is highly organized and all steps in the paperwork process were outlined and clearly explained. Mr. Bessert had no problem letting us know that his depth of knowledge regarding a couple of our questions regarding the health care directive was somewhat limited, but he provided us with resources that we could pursue to obtain satisfactory answers.
For meetings, he also made every effort to work around our schedules.
It is nice to know that we have completed a portion of our estate planning with expert help from someone who genuinely cares about helping us create the type of documents we wish to have prepared, giving us a great deal of peace of mind. We will happily refer to Mr. Bessert anyone who asks for help with tax or estate planning assistance.